Evercore Wealth Management

Evercore Wealth Management

Financial-Services

New York, New York
United States
Company Tagline

Committed to meeting our clients’ financial goals, and to earning and sustaining their trust.

Industry Category
Financial-Services
Company Description

Evercore Wealth Management stands as a premier provider of comprehensive financial services, dedicated to meeting clients' financial objectives and fostering enduring trust. With a commitment to excellence, Evercore Wealth Management delivers customized investment management, financial planning, and trust and custody services to high-net-worth individuals, families, and related institutions.

Operating from strategic locations including its primary office at 55 East 52nd Street, New York, New York 10055, US, as well as Minneapolis, Palm Beach, San Francisco, and Tampa, Evercore Wealth Management extends its reach to serve a diverse clientele. The firm's dedication to innovation and client satisfaction positions it as a leader in the wealth management sector. Evercore Wealth Management continually refines its strategies to navigate the evolving financial landscape and provide tailored solutions.

Evercore Wealth Management is devoted to providing exceptional service and building long-lasting relationships. To further explore opportunities with Evercore Wealth Management and discover how they can help you achieve your financial aspirations, we invite you to connect with their team.

Manager, we invite you to create a customized and exclusive company showcase and product listing on our platform to further highlight Evercore Wealth Management’s unique offerings.

Key Personnel / Employees
Michael Kirkbride Erica Sloan Justin Miller Abdullah Hassan

Compare Companies Side by Side

Compare Evercore Wealth Management with 3 companies in Financial-Services

4 Companies
Comparison Field
Evercore Wealth Management
Evercore Wealth Managemen...
Main Company
Evermay Wealth Management, LLC
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Qube Investment Management Inc.
Qube Investment Mana...
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Realta Wealth
Realta Wealth
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Founded Year
2009 2000 1989
Company Size
11-50 11-50 11-50
City
New York, New York Arlington, Virginia Edmonton, Alberta Wilmington, Delaware
Country
United States United States Canada United States
Skills & Keywords Comparing with main company
13 Total Skills
Wealth Management Financial Planning Investment Management Trust Services Custody Services Portfolio Management Financial Services Independent Fiduciary Philanthropy Transaction Planning Estate Planning Impact Investing Women & Investing
19 Total 1 Common 18 Unique
Match 8%
Common Skills:
Financial Planning
Unique Skills:
Attorneys Certified Financial Planner Charitable Planning Chartered Financial Analyst Corporate Executives & Professionals Donor Advised Funds +12
8 Total 8 Unique
Unique Skills:
Ethical Investing Group Savings Individual Pension Plans Intergenerational Planning Investing Life Insurance +2
16 Total 1 Common 15 Unique
Match 8%
Common Skills:
Financial Services
Unique Skills:
Asset Management Broker-Dealer Business Planning Business Sucession & Protection Planning College Planning IBD +9
4
Total Companies
1989
Oldest Founded
2
Countries
53
Unique Skills

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Alternative Company Names

This company is also known as

Evercore Wealth Management Evercore 财富管理 एवरकोर वेल्थ मैनेजमेंट إيفركور لإدارة الثروات এভারকোর ওয়েলথ ম্যানেজমেন্ট Evercore Gestion de patrimoine Эверкор Управление Благосостоянием Evercore Gestão de Patrimônio